NVIDIA vs. Palantir: One AI Stock is a Clear Buy Right Now
ZACKS·2026-02-04 21:06

Key Takeaways NVIDIA benefits from eased U.S.-China trade curbs, boosting H200 chip shipments and revenue growth. NVDA expects fiscal Q4 2026 revenue near $65B as data center, GPU and Blackwell chip demand accelerates. Palantir shows strong AIP-driven growth, but reliance on government contracts raises risks. The rise of artificial intelligence (AI) has fueled explosive gains for both NVIDIA Corporation (NVDA) and Palantir Technologies Inc. (PLTR) , making them some of the most sought-after stocks on Wall S ...